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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $46,611 | $57,352-18.7% | $83,831-44.4% | $64,173-27.4% |
| Participation rate | 77.6% | 68.6%+9.0pp | 76.1%+1.4pp | 69.6%+8.0pp |
| Annual return | -6.55% | 11.38%-17.9pp | 850.99%-857.5pp | 7.63%-14.2pp |
| Employer contribution / active EE | $1,868 | $2,546-26.6% | $3,631-48.6% | $2,381-21.6% |
| Participant deferral / active EE | $4,099 | $2,993+37.0% | $4,082+0.4% | $3,470+18.2% |
| Admin fee / account holder | $17,111 | $4,046+322.9% | $5,479+212.3% | $4,887+250.1% |